GIA

Guyasuta Investment Advisors Portfolio holdings

AUM $1.74B
1-Year Est. Return 20.98%
This Quarter Est. Return
1 Year Est. Return
+20.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$747M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$9.31M
3
+$2.26M
4
NVS icon
Novartis
NVS
+$1.84M
5
NGVT icon
Ingevity
NGVT
+$1.03M

Top Sells

1
+$14.4M
2
+$12.2M
3
+$1.5M
4
WRK
WestRock Company
WRK
+$1.24M
5
BAC icon
Bank of America
BAC
+$717K

Sector Composition

1 Healthcare 19.77%
2 Industrials 13.05%
3 Technology 11.9%
4 Consumer Discretionary 10.1%
5 Consumer Staples 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$497K 0.07%
2,238
127
$493K 0.07%
7,063
+700
128
$492K 0.07%
4,293
129
$488K 0.07%
8,212
+750
130
$482K 0.06%
13,512
-555
131
$478K 0.06%
5,700
+745
132
$459K 0.06%
12,300
133
$445K 0.06%
3,404
-1
134
$439K 0.06%
3,347
+38
135
$437K 0.06%
+10,035
136
$436K 0.06%
12,299
137
$433K 0.06%
+11,425
138
$430K 0.06%
16,000
139
$422K 0.06%
2,200
140
$422K 0.06%
11,540
-150
141
$416K 0.06%
+3,885
142
$416K 0.06%
6,126
-1,021
143
$388K 0.05%
+4,655
144
$372K 0.05%
4,850
145
$370K 0.05%
3,455
-770
146
$370K 0.05%
4,115
147
$359K 0.05%
8,533
148
$355K 0.05%
6,554
149
$352K 0.05%
+3,797
150
$347K 0.05%
+11,924
4 5
6
7 8